How to Delete a Task

Sarah Paterson

September 19, 2017 12:56

Updated

If you are beginning to build your workflow and have added an unnecessary task, you may choose to delete it from your site. This article will walk through how to delete an applicant task, how to delete a reviewer task, and the implications involved with deleting a task that contains application data.

As only one reviewer task can exist in each reviewer stage, in order to delete a reviewer task you will need to delete the entire stage the reviewer task exists in. For more information in regards to this please see How to Delete a Stage.

Please advise extreme caution when it comes to deleting a task from your site. When a task is deleted from the site it will also delete ALL collected data to that task.

For example, if you were to delete an upload task from the site anything uploaded to the task by your applicants would also be deleted and will not be retrievable.

If you were to delete a Get a Recommendation task, the completed recommendation form/upload would also be deleted. This would mean that the information would no longer be within the application to be able to download or report on.

NOTE: This also includes any archived or deleted applications within your site.